Alken Fund - Absolute Return Europe Class US2Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -10.6 | 11.2 | 23.5 | -1.5 | 8.5 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Long/Short Equity - Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | USD 151.91 | |
Day Change | -0.37% | |
Morningstar Category™ | Long/Short Equity - Other | |
ISIN | LU0866837924 | |
Fund Size (Mil) 13/08/2024 | EUR 79.74 | |
Share Class Size (Mil) 13/08/2024 | USD 0.75 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/01/2024 | 1.85% |
Investment Objective: Alken Fund - Absolute Return Europe Class US2 |
Provide capital growth and aim for a positive absolute return over long term period through long and short market exposure in the European markets primarily in equities or related derivative contracts. The Sub-Fund aims to typically deliver absolute (more than zero) returns in each year, although an absolute return performance is not guaranteed and over the short-term it may experience periods of negative return and consequently the Sub-Fund may not achieve this objective. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nicolas Walewski 28/01/2011 | ||
Marc Festa 28/01/2011 | ||
Inception Date 16/07/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Hurdle 5% | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Alken Fund - Absolute Return Europe Class US2 | 31/01/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.86 |
![]() | ![]() | 4.57 |
![]() | ![]() | 4.07 |
![]() | ![]() | 3.84 |
![]() | ![]() | 3.37 |
![]() | ||
![]() ![]() ![]() | ||
Alken Fund - Absolute Return Europe Class US2 |